Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q1 2024
Institutional positions in Intuitive Surgical Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,743
- +100 vs. Q4 2023
- Shares held
- 300.2M
- +4.38M (+1.5%) vs. Q4 2023
- Total value
- $119.5B
- +$19.7B (+19.8%) vs. Q4 2023
- New holders
- 205
- 709 more added
- Sold out
- 105
- 591 more reduced
31 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Onefund, LLC | 913 | $360.5K | 0.43% | −18−1.9% | Reduced |
| Vicus Capital | 901 | $359.6K | 0.03% | +901 | New |
| Northstar Asset Management LLC | 900 | $359.2K | 0.09% | 00.0% | Unchanged |
| Parkside Investments, LLC | 900 | $359.2K | 0.06% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 900 | $359.2K | 0.01% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 900 | $359.2K | 0.33% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 1,064 | $359.0K | 0.02% | 00.0% | Unchanged |
| Portside Wealth Group, LLC | 899 | $358.8K | 0.07% | +83+10.2% | Added |
| Vigilare Wealth Management | 898 | $358.4K | 0.18% | −98−9.8% | Reduced |
| Concorde Asset Management, LLC | 897 | $358.0K | 0.25% | −15−1.6% | Reduced |
| Thrive Wealth Management, LLC | 897 | $358.0K | 0.07% | +147+19.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 895 | $357.2K | 0.09% | +7+0.8% | Added |
| Prio Wealth Limited Partnership | 894 | $356.8K | 0.01% | +111+14.2% | Added |
| Dearborn Partners LLC | 891 | $355.6K | 0.02% | −25−2.7% | Reduced |
| Clarus Group, Inc. | 885 | $353.2K | 0.25% | −10−1.1% | Reduced |
| Blue Fin Capital, Inc. | 884 | $352.8K | 0.08% | +20+2.3% | Added |
| Creative Financial Designs Inc | 884 | $352.8K | 0.03% | +60+7.3% | Added |
| Garden State Investment Advisory Services LLC | 886 | $351.4K | 0.13% | +177+25.0% | Added |
| Financial Advisory Service, Inc. | 880 | $351.2K | 0.03% | +6+0.7% | Added |
| Sonora Investment Management Group, LLC | 875 | $349.2K | 0.03% | −35−3.8% | Reduced |
| Glassy Mountain Advisors, Inc. | 868 | $346.4K | 0.13% | +5+0.6% | Added |
| Atomi Financial Group, Inc. | 867 | $346.0K | 0.03% | +142+19.6% | Added |
| Callahan Advisors, LLC | 862 | $344.0K | 0.04% | −63−6.8% | Reduced |
| Whitaker-Myers Wealth Managers, LTD. | 860 | $343.2K | 0.14% | +860 | New |
| Morningstar Investment Management LLC | 855 | $341.0K | 0.04% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 854 | $340.8K | 0.19% | −21−2.4% | Reduced |
| Valmark Advisers, Inc. | 854 | $340.8K | 0.01% | +26+3.1% | Added |
| Howard Financial Services, Ltd. | 853 | $340.4K | 0.06% | −6−0.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 850 | $339.2K | 0.01% | +71+9.1% | Added |
| Bank Hapoalim BM | 847 | $338.0K | 0.04% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 847 | $338.0K | 0.10% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 845 | $337.2K | 0.10% | −21−2.4% | Reduced |
| Rollins Financial Advisors, LLC | 842 | $336.0K | 0.06% | 00.0% | Unchanged |
| AlTi Global, Inc. | 841 | $335.6K | 0.01% | +841 | New |
| Holderness Investments Co | 840 | $335.2K | 0.08% | +46+5.8% | Added |
| Meeder Asset Management Inc | 839 | $334.8K | 0.02% | +79+10.4% | Added |
| Finer Wealth Management, Inc. | 837 | $334.0K | 0.22% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 990 | $334.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 830 | $331.2K | 0.01% | +51+6.5% | Added |
| Steward Partners Investment Solutions, LLC | 827 | $330.0K | 0.06% | +56+7.3% | Added |
| Prosperity Financial Group, Inc. | 827 | $330.0K | 0.20% | +69+9.1% | Added |
| Canandaigua National Bank & Trust Co | 826 | $329.6K | 0.05% | −3,506−80.9% | Reduced |
| Austin Private Wealth, LLC | 856 | $328.2K | 0.04% | +71+9.0% | Added |
| Pine Valley Investments Ltd Liability Co | 822 | $328.1K | 0.03% | −7−0.8% | Reduced |
| Spectrum Wealth Counsel, LLC | 820 | $327.3K | 0.04% | −25−3.0% | Reduced |
| Claro Advisors LLC | 819 | $326.9K | 0.06% | +164+25.0% | Added |
| StrongBox Wealth, LLC | 817 | $326.1K | 0.17% | +817 | New |
| Granite Investment Partners, LLC | 816 | $325.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 876 | $324.7K | 0.03% | +22+2.6% | Added |
| Montecito Bank & Trust | 813 | $324.5K | 0.06% | +813 | New |
| Vertex Planning Partners, LLC | 808 | $322.5K | 0.09% | −4−0.5% | Reduced |
| Financial Insights, Inc. | 807 | $322.1K | 0.09% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 849 | $321.4K | 0.07% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 804 | $320.9K | 0.05% | +40+5.2% | Added |
| Kirtland Hills Capital Management, LLC | 837 | $319.9K | 0.28% | +837 | New |
| ProVise Management Group, LLC | 801 | $319.7K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 801 | $319.7K | 0.10% | 00.0% | Unchanged |
| Arcataur Capital Management LLC | 801 | $319.7K | 0.11% | 00.0% | Unchanged |
| Arnhold LLC | 800 | $319.3K | 0.03% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 805 | $317.9K | 0.19% | +162+25.2% | Added |
| Canopy Partners, LLC | 794 | $316.9K | 0.15% | +189+31.2% | Added |
| Riversedge Advisors, LLC | 786 | $313.7K | 0.08% | +41+5.5% | Added |
| Journey Advisory Group, LLC | 783 | $312.5K | 0.04% | −237−23.2% | Reduced |
| Centiva Capital, LP | 783 | $312.5K | 0.02% | −112−12.5% | Reduced |
| Middleton & Co Inc | 783 | $312.5K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 783 | $312.5K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 781 | $311.7K | 0.03% | −70−8.2% | Reduced |
| Trinity Legacy Partners, LLC | 778 | $310.5K | 0.09% | −277−26.3% | Reduced |
| Maxi Investments CY Ltd | 778 | $310.0K | 0.08% | +778 | New |
| Modern Wealth Management, LLC | 770 | $307.3K | 0.03% | +770 | New |
| CBOE Vest Financial, LLC | 770 | $307.3K | 0.01% | +770 | New |
| Geneos Wealth Management Inc. | 766 | $305.7K | 0.01% | −217−22.1% | Reduced |
| Semus Wealth Partners LLC | 766 | $305.7K | 0.26% | +1+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 765 | $305.3K | 0.00% | +765 | New |
| Cambridge Trust Co | 764 | $304.9K | 0.01% | +700+1,093.8% | Added |
| Blueshift Asset Management, LLC | 761 | $303.7K | 0.16% | +29+4.0% | Added |
| United Capital Management of KS, Inc. | 757 | $302.1K | 0.07% | −12−1.6% | Reduced |
| SWP Financial LLC | 756 | $301.7K | 0.21% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 750 | $299.3K | 0.15% | 00.0% | Unchanged |
| Wrapmanager Inc | 750 | $299.3K | 0.08% | −28−3.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 750 | $299.0K | 0.02% | −250−25.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 748 | $298.6K | 0.20% | +88+13.3% | Added |
| Magnus Financial Group LLC | 746 | $297.7K | 0.04% | −70−8.6% | Reduced |
| Smith, Salley & Associates | 742 | $296.3K | 0.02% | −2,226−75.0% | Reduced |
| KG&L Capital Management,LLC | 740 | $295.3K | 0.12% | −94−11.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 740 | $295.3K | 0.18% | −50−6.3% | Reduced |
| Advance Capital Management, Inc. | 740 | $295.3K | 0.02% | +27+3.8% | Added |
| Ulland Investment Advisors, LLC | 738 | $295.0K | 0.24% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 737 | $294.1K | 0.05% | +93+14.4% | Added |
| Sivia Capital Partners, LLC | 736 | $293.7K | 0.20% | +10+1.4% | Added |
| Destination Wealth Management | 734 | $292.9K | 0.01% | +97+15.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 733 | $292.5K | 0.04% | +733 | New |
| Patriot Financial Group Insurance Agency, LLC | 733 | $292.5K | 0.05% | +733 | New |
| McKinley Carter Wealth Services, Inc. | 732 | $292.1K | 0.02% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 728 | $291.0K | 0.01% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 728 | $290.5K | 0.20% | +77+11.8% | Added |
| Robertson Stephens Wealth Management, LLC | 727 | $290.1K | 0.02% | +11+1.5% | Added |
| Brown, Lisle/Cummings, Inc. | 725 | $289.3K | 0.10% | 00.0% | Unchanged |
| Saiph Capital, LLC | 720 | $287.3K | 0.13% | −13−1.8% | Reduced |
| SageView Advisory Group, LLC | 442 | $287.3K | 0.02% | −4,484−91.0% | Reduced |